I am using SWITCH in a Generic Inquiry but the column comes up without any values.
My formula is as follows: =SWITCH(([SOInvoice.DocType] = 'Credit Memo'), 'C',([SOInvoice.DocType] = 'Invoice'), 'O')
So what I am attempting to do is if the DocType = ‘Credit Memo’, change the field to a ‘C’ and if it is an ‘Invoice’ change to an ‘O’.
Best answer by travislawson
SOInvoice.DocType is a char(3) which means 3 characters.
Credit Memo is CRM, Invoice is INV. So you’re original switch is correct, just not implemented correctly:
I split it up into separate lines so you can see it better.
=SWITCH(
[SOInvoice.DocType] = 'CRM', 'C',
[SOInvoice.DocType] = 'INV', 'O'
)
I found my own solution: =SWITCH(([SOInvoice.DocType] = 'Credit Memo'), 'C', ‘O’). Anyone has a better way?.
SOInvoice.DocType is a char(3) which means 3 characters.
Credit Memo is CRM, Invoice is INV. So you’re original switch is correct, just not implemented correctly:
I split it up into separate lines so you can see it better.
=SWITCH(
[SOInvoice.DocType] = 'CRM', 'C',
[SOInvoice.DocType] = 'INV', 'O'
)
Thank you for the additional feedback.
Also to help you further to find out these codes, in at least 2023R1, open your invoices screen and you can go to Customization → Inspect Element (or CTRL+ALT and click) and click on the Type field. It’ll have a drop-down values button.
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